Feature Deep Dive
Explore the powerful, friendly tools that make SunFin the ultimate home for your finances.
Overview
Your daily financial command center
Dashboard
Real-time balances, net worth tracking, and beautiful insights across all your spaces.
Transactions
Smart search, helpful receipt scanning, and simple tagging for complete clarity.
Insights
Interactive, easy-to-read charts for cash flow, net worth, and budget progress.
Offline-First Mobile App
Enter transactions and snap receipts on the go, even without internet. Everything syncs the moment you reconnect.
Accounting & CRM
Professional-grade tools for freelancers and businesses
Customers & Vendors
Nurture client and vendor relationships with neatly organized transaction histories.
Reports & P&L
Generate crystal-clear Profit and Loss statements and effortlessly share them with your accountant.
Invoices
Create beautiful invoices with custom rates and easily track their status from draft to paid.
Balance Sheet
Real-time asset and liability calculations presented in a clean, friendly format.
Banking & Ledger
A complete financial engine under the hood
Bank Accounts
Connect securely via Plaid or effortlessly create offline accounts for cash tracking.
General Ledger
Highly accurate accounting with clear audit trails you can always trust.
Categories
Custom income and expense categories with fun color tags to keep things organized.
Rules Engine
Let our smart engine automate your categorizations while always respecting your personal choices.
Planning Tools
Plan ahead with clarity and confidence
Calendar
A friendly monthly calendar showing your upcoming schedules and daily cash flow.
Budgets
Set helpful monthly limits with gentle, encouraging warnings before you overspend.
Savings Goals
Joyful envelope-style saving with clear targets and highly motivating progress tracking.
Recurring
Smoothly manage your predictable income and bills so you always know what is coming.
Cash Flow Forecast
A comforting 90-day runway projection that gently warns you before balances dip.
AI Financial Assistant
Chat with your friendly AI to analyze spending trends, optimize budgets, and generate smart forecasts.
Advanced Modules
Premium tools for power users, freelancers, and families
Mileage Tracking
Log your business miles effortlessly and turn your drives directly into tax savings.
Tax Prep
Organize your categories perfectly and generate reports your accountant will love.
Gig Dashboard
Discover your true hourly wage and stay highly motivated as a gig earner.
Youth Allowances
Safely automate allowance payouts and encourage healthy savings goals for your kids.
Business Features
Enterprise-grade tools scaled for growing businesses and agencies
Invoice Template Engine
Design stunning, custom-branded invoices with automated payment links your clients will love.
Vendor Management
Track contractors effortlessly, log your expenses, and prepare your tax data with total ease.
Multi-Currency Support
Invoice global clients and track foreign expenses with smooth, real-time conversions.
Performance Analytics
Generate instant, beautiful financial reports to share confidently with your stakeholders.